See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $18,370 |
BERRY DUNN7 years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $12,325 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,779 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 2 EXECUTIVE PARK DRIVE STE 100 · BEDFORD, NH 03110 | Contract Administrator | $2,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,794 | $66,098+81.2% | $101,794+17.7% | $74,304+61.2% |
| Participation rate | 66.4% | 53.8%+12.7pp | 69.2%-2.7pp | 60.3%+6.1pp |
| Annual return | 15.37% | 19.59%-4.2pp | 30.53%-15.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $595 | $1,082-44.9% | $2,289-74.0% | $2,241-73.4% |
| Participant deferral / active EE | $4,788 | $2,781+72.2% | $4,084+17.2% | $3,767+27.1% |
| Admin fee / account holder | $376 | $4,146-90.9% | $8,777-95.7% | $2,969-87.3% |